SCULATI WEALTH MANAGEMENT, LLC
SEC RegisteredFee-Only. Fiduciary. Focused on You.
About the firm
Sculati Wealth Management is an independent, fee-only, financial advisory firm based in Bloomfield Hills, Michigan. For over 25 years, they have helped individuals, families, and business owners across the country plan wisely, invest strategically, and move confidently toward their goals. They provide holistic wealth management built around personalized financial plans and customized portfolio strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic wealth management, personalized financial planning, and custom portfolio strategies, with a fee-only and fiduciary approach.
Who they serve
Individuals, families, and business owners nationwide, including those increasing savings, navigating retirement, or building generational wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 245 | $59M |
| High Net Worth Individuals | 104 | $311M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 Million | 1.00% |
| Next $1 Million | 0.80% |
| Next $1 Million | 0.60% |
| Above $3 Million | 0.40% |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCULATI WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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